Where could AI help?
Map the current process before choosing a tool.
Download the worksheet ↓Markdown is a plain-text format you can edit in a text editor or paste into a document. The download contains a blank worksheet, not your saved plans.
The job
What outcome do we need? Who owns it? What starts and ends the process?
Your notes…
Current steps
For each step: input, action, output, owner, minutes spent and common errors.
Your notes…
AI opportunities
Which steps involve summarizing, drafting or interpreting? Which are fixed rules? Which require a person’s judgment?
Your notes…
A small pilot
Choose one step. Name the permitted data, chosen tool, acceptance criteria and review owner.
Your notes…
Decision
Compare quality, total effort and failures. Keep, revise or stop? Record why.
Your notes…